Valeo Financial Advisors’s Vale VALE Stock Holding History

Valeo Financial Advisors’s Portfolio VALE Stock Details VALE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-150	Closed	-$1K	–	2164
2020 Q1	$1K	Buy	+150	New	+$1.63K	﹤0.01%	1726
2019 Q4	–	Sell	-1,000	Closed	-$12K	–	1727
2019 Q3	$12K	Hold	1,000	–	–	﹤0.01%	987
2019 Q2	$13K	Hold	1,000	–	–	﹤0.01%	965
2019 Q1	$13K	Hold	1,000	–	–	﹤0.01%	906
2018 Q4	$13K	Sell	1,000 -3	-0.3%	-$43	﹤0.01%	822
2018 Q3	$15K	Hold	1,003	–	–	﹤0.01%	858
2018 Q2	$13K	Buy	1,003 +3	+0.3%	+$41	﹤0.01%	887
2018 Q1	$13K	Buy	+1,000	New	+$13.2K	﹤0.01%	864

Other funds holding VALE

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Valeo Financial Advisors's VALE Position: Q2 2020 in Review

Valeo Financial Advisors sold out of Vale (VALE) in Q2 2020, closing a stake of 150 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in VALE in Q1 2018 and held it in 8 quarters. The position peaked at $15K in Q3 2018. 312 funds tracked by Wall St. Rank hold VALE as of Q2 2020.

Valeo Financial Advisors reported no remaining Vale position as of Q2 2020 after selling out during the quarter.
Valeo Financial Advisors sold 150 Vale shares in Q2 2020, an estimated $1K.
Valeo Financial Advisors first reported a position in Vale in Q1 2018 and held it in 8 quarters.
Valeo Financial Advisors's Vale position peaked at $15K in Q3 2018.
312 funds tracked by Wall St. Rank held Vale as of Q2 2020.

Based on Valeo Financial Advisors's 13F filing for Q2 2020, filed 20 Jul 2020.